Unclaimed
Jeffrey Lombardo is a financial advisor with over 27 years of experience in the industry. Jeffrey is currently registered with Voya Financial Partners, LLC and has previously held positions at Voya Financial Partners, LLC and ING Financial Advisors, LLC. He holds FINRA Series 6 and Series 26 licenses, as well as the SIE exam. Jeffrey has a strong track record of success in providing financial advice to clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
CT
08/19/2024 - Present
Voya Financial Partners, LLC (WINDSOR CT)
CT
06/07/2013 - 08/16/2024
VOYA FINANCIAL PARTNERS, LLC (WINDSOR CT)
CT
03/08/1996 - 11/01/2012
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
BC
Issued 03/30/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Lombardo is the right advisor for you? Invested Better is here to help.